Produce client-compliant prebills
Speed up your firm’s billing process, reduce invoicing errors, and provide OCG- and client-compliant bills the first time. With integrated client and firm compliance guidelines, clear visibility into workflows and violations, and tracked edits, your firm can get accurate bills out the door to your clients faster than ever.
Provide clients with the accurate, transparent bills they expect.
Notify and track the prebill progress through the workflow.
Review and adhere to client guidelines during the prebill process.
It’s shaved hours off the billing process. We’ve seen a 15% improvement on days of unbilled fees, which is a metric we often use to find out the efficiency of our billing process.
Produce client-approved proformas via integration with Intapp Terms, which displays client billing and payment terms, flags compliance violations, and allows active enforcement of non-compliant pre-bills.
Know when a proforma has been generated, view unreleased time from Intapp Time, check who has made changes, and see where the proforma sits in the workflow.
Review, recall, and reassign work to move aging proformas along.
Increase oversight of suggested bill changes and identify bottlenecks in the workload with audit trails and dashboards.
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Clients expect accurate, transparent, on-time invoices — and they only want to work with firms who can prove they took the time and effort to ensure invoices align to their agreed-to requirements. Intapp Billstream helps your firm meet that client need — and accelerate revenue realization — by increasing the speed to billing and collection.
Intapp Billstream offers a collaborative process between client-facing and finance teams. It reduces the back-and-forth phone calls, emails, and rewrites of proformas when changes are made to hours, rates, and narratives. Professionals can log in to check the proforma status, their actionable items, and changes made, ensuring full visibility and review before approval.
Yes, Intapp Billstream includes many customizable elements, including workstream and reporting. Our team will work with you to determine how Billstream can best work for your firm.
Intapp combines AI innovation, industry-leading compliance, and enterprise-grade infrastructure in a single platform trusted by the world’s most demanding firms.
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Complete suite spanning the client and deal lifecycle: one vendor, seamless workflows
Battle-tested by the world’s largest firms with ongoing platform investment
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Pre-built integrations and partner ecosystem reduce IT burden and TCO
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